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Moser Wealth Advisors’s Amazon AMZN Stock Holding History

Moser Wealth Advisors’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$17.5M Buy
79,761
+8,621
+12% +$1.71M 8.4% 2
2025
Q1 		$13.5M Buy
71,140
+513
+0.7% +$111K 7.09% 2
2024
Q4 		$15.5M Sell
70,627
-1,255
-2% -$257K 8.06% 3
2024
Q3 		$13.4M Sell
71,882
-400
-0.6% -$73K 6.95% 3
2024
Q2 		$14M Sell
72,282
-1,270
-2% -$233K 7.6% 2
2024
Q1 		$13.3M Buy
73,552
+5,685
+8% +$949K 7.39% 2
2023
Q4 		$10.3M Buy
67,867
+4,860
+8% +$681K 6.58% 4
2023
Q3 		$8.01M Sell
63,007
-518
-0.8% -$69.4K 5.62% 4
2023
Q2 		$8.28M Buy
+63,525
New +$7.25M 5.57% 4
2022
Q4 		$5.72M Sell
68,070
-650
-0.9% -$64.2K 4.31% 7
2022
Q3 		$7.76M Sell
68,720
-160
-0.2% -$20.2K 6.07% 4
2022
Q2 		$7.32M Hold
68,880
– – 5.44% 6
2022
Q1 		$11.2M Buy
68,880
+3,660
+6% +$566K 7.02% 3
2021
Q4 		$10.9M Sell
65,220
-2,800
-4% -$479K 6.57% 3
2021
Q3 		$11.2M Buy
68,020
+460
+0.7% +$79.3K 7.14% 3
2021
Q2 		$11.6M Sell
67,560
-400
-0.6% -$66.5K 7.48% 2
2021
Q1 		$10.5M Buy
67,960
+460
+0.7% +$72.9K 7.38% 2
2020
Q4 		$11M Sell
67,500
-5,800
-8% -$926K 8.1% 2
2020
Q3 		$11.5M Sell
73,300
-4,620
-6% -$728K 9.18% 2
2020
Q2 		$10.7M Sell
77,920
-1,920
-2% -$232K 10.25% 1
2020
Q1 		$7.78M Buy
79,840
+3,300
+4% +$319K 9.04% 1
2019
Q4 		$7.07M Buy
+76,540
New +$6.77M 6.79% 6

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moser Wealth Advisors's AMZN Position: Q2 2025 in Review

Moser Wealth Advisors increased its Amazon (AMZN) stake by 12% in Q2 2025, buying an estimated $1.71M and bringing the position to 79,761 shares worth $17.5M. The position accounts for 8.4% of the portfolio, ranked #2.

Moser Wealth Advisors first reported a position in AMZN in Q4 2019 and has held it in 22 quarters since. 5,543 funds tracked by Wall St. Rank hold AMZN as of Q2 2025.

  • Moser Wealth Advisors held 79,761 shares of Amazon worth $17.5M as of Q2 2025.
  • Moser Wealth Advisors bought 8,621 Amazon shares in Q2 2025, an estimated $1.71M.
  • Amazon made up 8.4% of Moser Wealth Advisors's portfolio in Q2 2025, its #2 holding.
  • Moser Wealth Advisors first reported a position in Amazon in Q4 2019 and has held it in 22 quarters since.
  • 5,543 funds tracked by Wall St. Rank held Amazon as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.